EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.8M
3
+$2.54M
4
PYPL icon
PayPal
PYPL
+$1.37M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.32M

Top Sells

1
+$8.45M
2
+$3.32M
3
+$2.16M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.95M
5
EPD icon
Enterprise Products Partners
EPD
+$1.85M

Sector Composition

1 Technology 16.93%
2 Financials 11.9%
3 Communication Services 11.1%
4 Healthcare 10.62%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
1,868
277
$12K ﹤0.01%
120
278
$12K ﹤0.01%
2,000
279
$12K ﹤0.01%
250
280
$12K ﹤0.01%
150
281
$11K ﹤0.01%
73
282
$11K ﹤0.01%
140
283
$11K ﹤0.01%
180
284
$10K ﹤0.01%
150
285
$10K ﹤0.01%
122
+1
286
$10K ﹤0.01%
15
287
$10K ﹤0.01%
180
288
$10K ﹤0.01%
36
289
$9K ﹤0.01%
100
290
$9K ﹤0.01%
40
291
$9K ﹤0.01%
+20
292
$9K ﹤0.01%
62
293
$8K ﹤0.01%
250
-300
294
$8K ﹤0.01%
121
295
$8K ﹤0.01%
52
296
$8K ﹤0.01%
168
297
$8K ﹤0.01%
1,500
298
$7K ﹤0.01%
233
299
$7K ﹤0.01%
100
300
$7K ﹤0.01%
76
10 11
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